HONG KONG, 25 March 2025 -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence – Hong Kong. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.
There are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards.
“Congratulations to the winners of the Morningstar Awards for Investing Excellence, which recognizes standout fund offerings and investor-centric firms. Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager research team carefully select the winners across equity and fixed income categories as the leading funds within Hong Kong for investors,” said Wing Chan, Head of Manager Research, Asia Pacific, Morningstar Inc.
The 2025 Morningstar Awards for Investing Excellence award winners in Hong Kong are:
Morningstar Category Awards
Best Asia Equity Fund
iShares Core MSCI Asia ex Japan ETF
Morningstar Medalist Rating: Bronze
Best China Equity Fund
Tracker Fund of Hong Kong ETF
Morningstar Medalist Rating: Bronze
Best Global Equity Fund
Fidelity Global Dividend A-MInc(G)-HKD
Morningstar Medalist Rating: Bronze
Best Global and Asian Bond Fund
PIMCO GIS Glb Bd M Retl HKD Unhdgd Inc
Morningstar Medalist Rating: Silver
Best Asset Manager Awards
Best Asset Manager
Capital Group
Methodology
These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.
